Laird Norton Wetherby Wealth Management’s Nu Holdings NU Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio NU Stock Details NU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$535K	Sell	33,430 -6,726	-17%	-$93.8K	0.02%	562
2025 Q2	$551K	Buy	+40,156	New	+$481K	0.02%	526
2024 Q4	$2.19M	Sell	211,044 -10,203	-5%	-$136K	0.1%	192
2024 Q3	$3.02M	Buy	221,247 +16,321	+8%	+$220K	0.14%	147
2024 Q2	$2.64M	Sell	204,926 -5,801	-3%	-$67.5K	0.12%	162
2024 Q1	$2.51M	Sell	210,727 -24,953	-11%	-$255K	0.12%	173
2023 Q4	$1.96M	Sell	235,680 -57,976	-20%	-$469K	0.1%	211
2023 Q3	$2.13M	Buy	293,656 +111,396	+61%	+$833K	0.12%	171
2023 Q2	$1.44M	Sell	182,260 -27,256	-13%	-$167K	0.08%	265
2023 Q1	$997K	Sell	209,516 -72,981	-26%	-$325K	0.06%	340
2022 Q4	$1.15M	Buy	282,497 +122,795	+77%	+$534K	0.07%	292
2022 Q3	$703K	Buy	159,702 +106,702	+201%	+$490K	0.05%	372
2022 Q2	$198K	Buy	+53,000	New	+$269K	0.01%	821

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NU Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Nu Holdings (NU) stake by 17% in Q3 2025, selling an estimated $93.8K and leaving 33,430 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #562.

Laird Norton Wetherby Wealth Management first reported a position in NU in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.02M in Q3 2024. 800 funds tracked by Wall St. Rank hold NU as of Q3 2025.

Laird Norton Wetherby Wealth Management held 33,430 shares of Nu Holdings worth $535K as of Q3 2025.
Laird Norton Wetherby Wealth Management sold 6,726 Nu Holdings shares in Q3 2025, an estimated $93.8K.
Nu Holdings made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #562 holding.
Laird Norton Wetherby Wealth Management first reported a position in Nu Holdings in Q2 2022 and has held it in 13 quarters since.
Laird Norton Wetherby Wealth Management's Nu Holdings position peaked at $3.02M in Q3 2024.
800 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.